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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,542 | $95,404-33.4% | $113,397-44.0% | $82,637-23.1% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.5%-24.9pp | 68.1%-16.4pp |
| Annual return | 16.25% | 19.08%-2.8pp | 23.20%-7.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,954 | $4,220-53.7% | $5,076-61.5% | $4,126-52.7% |
| Admin fee / account holder | $4,070 | $9,168-55.6% | $11,957-66.0% | $7,339-44.5% |